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Hsbc Holdings PLC Increases Stake in Chubb Limited $CB

Hsbc Holdings PLC Increases Stake in Chubb Limited $CB

Hsbc Holdings PLC boosted its stake in Chubb Limited (NYSE:CB – Free Report) by 10.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 412,027 shares... More of this article »
Hsbc Holdings PLC Raises Stake in HCA Healthcare, Inc. $HCA

Hsbc Holdings PLC Raises Stake in HCA Healthcare, Inc. $HCA

Hsbc Holdings PLC lifted its holdings in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 7.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 285,650 shares of the company’s... More of this article »
Williams Companies, Inc. (The) $WMB Shares Sold by Hsbc Holdings PLC

Williams Companies, Inc. (The) $WMB Shares Sold by Hsbc Holdings PLC

Hsbc Holdings PLC lowered its position in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,273,211... More of this article »
Cencora, Inc. $COR Stock Position Lessened by Hsbc Holdings PLC

Cencora, Inc. $COR Stock Position Lessened by Hsbc Holdings PLC

Hsbc Holdings PLC trimmed its holdings in shares of Cencora, Inc. (NYSE:COR – Free Report) by 15.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 394,058 shares of the company’s... More of this article »
5,200 Shares in Meta Platforms, Inc. $META Acquired by Sentinel Dome Partners LLC

5,200 Shares in Meta Platforms, Inc. $META Acquired by Sentinel Dome Partners LLC

Sentinel Dome Partners LLC purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Hsbc Holdings PLC Has $132.64 Million Stock Position in DoorDash, Inc. $DASH

Hsbc Holdings PLC Has $132.64 Million Stock Position in DoorDash, Inc. $DASH

Hsbc Holdings PLC cut its position in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 5.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 585,314... More of this article »
Rehmann Capital Advisory Group Makes New Investment in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Rehmann Capital Advisory Group Makes New Investment in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Rehmann Capital Advisory Group acquired a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Rehmann Capital Advisory Group Purchases 7,733 Shares of iShares MSCI EAFE Value ETF $EFV

Rehmann Capital Advisory Group Purchases 7,733 Shares of iShares MSCI EAFE Value ETF $EFV

Rehmann Capital Advisory Group lifted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 165.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
2,914 Shares in Apple Inc. $AAPL Acquired by Keenan LLC

2,914 Shares in Apple Inc. $AAPL Acquired by Keenan LLC

Keenan LLC purchased a new position in Apple Inc. (NASDAQ:AAPL – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,914... More of this article »
S Harris Financial Group LLC Buys Shares of 4,469 Apple Inc. $AAPL

S Harris Financial Group LLC Buys Shares of 4,469 Apple Inc. $AAPL

S Harris Financial Group LLC purchased a new stake in Apple Inc. (NASDAQ:AAPL – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased... More of this article »
Diversified Trust Co Trims Holdings in iShares Core S&P Small-Cap ETF $IJR

Diversified Trust Co Trims Holdings in iShares Core S&P Small-Cap ETF $IJR

Diversified Trust Co decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 14.1% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Cohen Klingenstein LLC Sells 9,100 Shares of Invesco QQQ $QQQ

Cohen Klingenstein LLC Sells 9,100 Shares of Invesco QQQ $QQQ

Cohen Klingenstein LLC reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Vanguard FTSE Developed Markets ETF $VEA is Clark Asset Management LLC’s Largest Position

Vanguard FTSE Developed Markets ETF $VEA is Clark Asset Management LLC’s Largest Position

Clark Asset Management LLC lifted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 9.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Purchased by Diversified Trust Co

Vanguard Total Stock Market ETF $VTI Shares Purchased by Diversified Trust Co

Diversified Trust Co raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 11.2% in the 1st quarter, Holdings Channel reports. The institutional investor owned 162,183 shares of the company’s... More of this article »
CPC Advisors LLC Sells 51,667 Shares of Duke Energy Corporation $DUK

CPC Advisors LLC Sells 51,667 Shares of Duke Energy Corporation $DUK

CPC Advisors LLC lowered its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 96.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Texas Instruments Incorporated $TXN Shares Bought by Capital Advisors Ltd. LLC

Texas Instruments Incorporated $TXN Shares Bought by Capital Advisors Ltd. LLC

Capital Advisors Ltd. LLC lifted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 9,830.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
CPC Advisors LLC Takes Position in iShares Russell Mid-Cap Value ETF $IWS

CPC Advisors LLC Takes Position in iShares Russell Mid-Cap Value ETF $IWS

CPC Advisors LLC bought a new stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Flywheel Private Wealth LLC Acquires 11,587 Shares of Vanguard FTSE Developed Markets ETF $VEA

Flywheel Private Wealth LLC Acquires 11,587 Shares of Vanguard FTSE Developed Markets ETF $VEA

Flywheel Private Wealth LLC boosted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 14.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Texas Instruments Incorporated $TXN Shares Bought by Campbell Newman Asset Management Inc.

Texas Instruments Incorporated $TXN Shares Bought by Campbell Newman Asset Management Inc.

Campbell Newman Asset Management Inc. grew its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 1.4% in the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
CPC Advisors LLC Raises Stake in Analog Devices, Inc. $ADI

CPC Advisors LLC Raises Stake in Analog Devices, Inc. $ADI

CPC Advisors LLC boosted its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 810.9% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Clark Asset Management LLC Raises Stake in Invesco BulletShares 2026 Corporate Bond ETF $BSCQ

Clark Asset Management LLC Raises Stake in Invesco BulletShares 2026 Corporate Bond ETF $BSCQ

Clark Asset Management LLC grew its position in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) by 14.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cintas Corporation $CTAS Shares Sold by Diversified Trust Co

Cintas Corporation $CTAS Shares Sold by Diversified Trust Co

Diversified Trust Co reduced its position in Cintas Corporation (NASDAQ:CTAS – Free Report) by 43.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 12,508... More of this article »
4,768 Shares in Broadcom Inc. $AVGO Acquired by DUTCH ASSET Corp

4,768 Shares in Broadcom Inc. $AVGO Acquired by DUTCH ASSET Corp

DUTCH ASSET Corp purchased a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Campbell Newman Asset Management Inc. Acquires 79,533 Shares of Motorola Solutions, Inc. $MSI

Campbell Newman Asset Management Inc. Acquires 79,533 Shares of Motorola Solutions, Inc. $MSI

Campbell Newman Asset Management Inc. boosted its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 3,716.5% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
CPR Investments Inc. Has $3.35 Million Position in iShares 7-10 Year Treasury Bond ETF $IEF

CPR Investments Inc. Has $3.35 Million Position in iShares 7-10 Year Treasury Bond ETF $IEF

CPR Investments Inc. grew its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 208.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »